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RFIX vs XCCC

Simplify Bond Bull ETF vs BondBloxx CCC Rated USD High Yield Corporate Bond ETF

RFIX

Simplify Bond Bull ETF

Annual cost

0.50%

Fund size

$54M

XCCC

BondBloxx CCC Rated USD High Yield Corporate Bond ETF

Annual cost

0.40%

Fund size

$314M

Key differences

Both RFIX and XCCC are fixed income ETFs. RFIX charges 0.50% a year and XCCC 0.40%. The main difference: RFIX follows a active selection strategy; XCCC uses index tracking.

  • RFIX follows a active selection strategy; XCCC uses index tracking.
  • XCCC costs 0.10% less per year.
  • XCCC is much larger than RFIX. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

RFIXXCCC
Annual cost (TER)0.50%0.40%
Fund size (AUM)$54M$314M
Since20242022
Dividend yield4.63%9.94%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y-13.4%+6.2%
CAGR 3YN/A+10.9%
CAGR 5YN/AN/A
Sharpe 3YN/A0.95
Volatility 1Y29.99%5.31%
Max drawdown-38.79%-11.00%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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